-
Luke's Most Popular
-
Articles
Why the Fed Will Soon Inspire a Powerful Market Rally
With a soft landing achievable, inflation at nearly 2% and the labor market buckling, it's likely the Fed will cut rates many times into 2025.
Fed Rate Cut Could Unleash Stock Rally Just Days From Now
It's widely expected that the Fed will begin the first of many interest rate cuts at its September meeting, lighting a fire under stocks.
CPI Hints at Stock Surge: Capitalize Before Fed’s Next Move
We believe August's soft CPI helped to open a golden buying window between now and next Wednesday’s first rate cut.
The Presidential Debate Is Important – But Not More Than This
While Americans are hyper-focused on the upcoming presidential debate, there is actually another important event coming down the pike.
Apple Keynote: Why AI’s Future Is Especially Bright – And Profitable
We think Apple Intelligence will serve as an “on-ramp,” allowing most folks to incorporate AI into their everyday lives on a brand-new level.
It is Time to Pay Attention to the ‘Other Guys’ in the AI Boom
The AI stock bull market, dominated by the Magnificent 7 tech stocks since early 2023, is experiencing a significant shift. While these giants rose nearly 150% from early 2023 to summer 2024, the rest of the market, dubbed the "S&P 493," increased by only 20%. However, recent trends suggest a change in momentum.
Feeble Jobs Report Points to Guaranteed Rate Cuts Ahead
While August's jobs report was quite weak, it also confirmed that the Federal Reserve is on the way to save the economy – and the markets.
This Rare Event Could Eclipse September’s Disastrous Reputation
A unique event set to take place in about two weeks could make September the best – not worst – month of the year for investors.
Why OpenAI’s Next Launch Could Represent a Massive AI Breakthrough
Everything we know about the top-secret project suggests that Strawberry represents a mind-boggling upgrade to current AI models.
Soft Inflation Report Tees Market Up for Sizable Gains
The combination of easing inflation concerns and robust earnings will likely buck September's historic seasonal trend, driving stocks higher.
Why Nvidia’s Post-Earnings Dip Is Actually Good News for Stocks
Typically, a post-earnings drop in Nvidia would drag down the rest of the market. But that's not happening today, which is quite bullish...
These Sleeping Giants Are the Best Stocks to Buy Outside of AI
The best consumer stocks could realistically rally more than 50% over the next two years, combining 30% profit growth and 25% multiple expansion.
Apple Intelligence: The Next Frontier in AI Development
Apple is building AI that will help folks around the world do everyday things a bit more easily. And at scale, that could be hugely valuable.
Powell Confirms Rate Cuts: Why an Enormous Stock Rally Is Next
Fed Board Chair Jerome Powell confirmed that the central bank is ready to cut interest rates, providing ample fuel for stocks to rally on.
Cracking Labor Market Primes Investors for a Stock Jackpot
With inflation solved and the labor market cracking, the central bank will cut interest rates, helping to power stocks to all-time highs.
How Waymo’s Thrilling Progress Could Ignite the AV Market
This feels like the busiest, most news-packed two months Waymo has ever had. That implies it's about to take over the automotive world.
Why 90% of Companies Are Investing Millions in This
With 60% of companies identifying generative AI as a top priority over the next two years, you aren’t too late to join the AI Software Boom.
The Stocks Seeing Fantastic Earnings Growth Right Now
It seems semiconductor firms are in the early innings of a multi-year earnings boom. And that should lead to a multi-year stock boom, too.
Waymo’s Bold Move: Why Self-Driving Cars Could Soon Be Mainstream
We think AI advancements are meaningfully improving Waymo’s underlying technology, creating a path for its cars to soon become ubiquitous.
